Purchases and Sales Made in Q3 2022 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q3 2022. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
4.2K+ 3.06% |
$87.1K - $507K
|
142K
$34.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.18K+ 438.36% |
$86.7K - $504K
|
5.14K
$1.25M
|
|
|
Oct 18, 2022
Q3 2022
|
Security National Bank
|
BUY
|
- |
4.18K+ 13.15% |
$86.7K - $504K
|
36K
$8.75M
|
|
|
Nov 07, 2022
Q3 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
4.17K+ 1.44% |
$86.5K - $503K
|
295K
$71.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
4.17K+ 5.86% |
$86.4K - $502K
|
75.3K
$18.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.16K+ 14.08% |
$86.2K - $501K
|
33.7K
$8.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Unison Asset Management LLC
|
BUY
|
- |
4.15K+ 11.55% |
$86K - $500K
|
40.1K
$9.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Covenant Partners, LLC
|
BUY
|
- |
4.11KNew |
$85.1K - $495K
|
4.11K
$999K
|
|
|
Nov 14, 2022
Q3 2022
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
4.08KNew |
$84.5K - $491K
|
4.08K
$991K
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.04K+ 15.26% |
$83.7K - $487K
|
30.5K
$7.42M
|
|
|
Nov 01, 2022
Q3 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
4.02K+ 105.6% |
$83.3K - $485K
|
7.83K
$1.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Guardian Investment Management
|
BUY
|
- |
4K+ 21.32% |
$82.9K - $482K
|
22.8K
$5.54M
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
3.97K+ 1.71% |
$82.3K - $479K
|
236K
$57.5M
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.97K+ 73.58% |
$82.2K - $478K
|
9.35K
$2.28M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.96KNew |
$82.1K - $478K
|
3.96K
$964K
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
3.95K+ 4.02% |
$81.8K - $476K
|
102K
$24.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.94K+ 2.06% |
$81.6K - $475K
|
195K
$47.4M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.94K+ 6.41% |
$81.6K - $475K
|
65.3K
$15.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.92K+ 49.35% |
$81.3K - $473K
|
11.9K
$2.89M
|
|
|
Oct 13, 2022
Q3 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
3.92K+ 60.73% |
$81.2K - $472K
|
10.4K
$2.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.91K+ 166.44% |
$81.1K - $472K
|
6.26K
$1.52M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.91K+ 4.07% |
$81K - $471K
|
99.8K
$24.3M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
3.86K+ 11.53% |
$80K - $465K
|
37.3K
$9.08M
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3.85KNew |
$79.8K - $464K
|
3.85K
$936K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
3.84K+ 8.83% |
$79.6K - $463K
|
47.3K
$11.5M
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.83KNew |
$79.5K - $462K
|
3.83K
$932K
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.82K+ 2.93% |
$79.2K - $461K
|
134K
$32.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
3.79K+ 8.21% |
$78.6K - $457K
|
50K
$12.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.79K+ 8.37% |
$78.5K - $457K
|
49K
$11.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.74K+ 13.54% |
$77.5K - $451K
|
31.3K
$7.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3.73K+ 54.61% |
$77.2K - $449K
|
10.5K
$2.57M
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.7K+ 9.57% |
$76.7K - $446K
|
42.4K
$10.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
3.67K+ 4.94% |
$76.2K - $443K
|
78K
$19M
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
BUY
|
- |
3.67K+ 3.89% |
$76.1K - $443K
|
98K
$23.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.66K+ 7.36% |
$76K - $442K
|
53.4K
$13M
|
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.65K+ 9.98% |
$75.6K - $440K
|
40.2K
$9.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.62K+ 16.49% |
$75K - $436K
|
25.6K
$6.22M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3.57K+ 5.67% |
$73.9K - $430K
|
66.5K
$16.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
3.56KNew |
$73.7K - $429K
|
3.56K
$865K
|
|
|
Nov 04, 2022
Q3 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.55K+ 105.28% |
$73.6K - $428K
|
6.93K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
3.53K+ 2.38% |
$73.2K - $426K
|
152K
$37M
|
|
|
Oct 13, 2022
Q3 2022
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
3.53KNew |
$73.1K - $425K
|
3.53K
$858K
|
|
|
Nov 16, 2022
Q3 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
3.5K+ 27.88% |
$72.5K - $421K
|
16K
$3.9M
|
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.48KNew |
$72.1K - $419K
|
3.48K
$846K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.47K+ 12.05% |
$71.9K - $418K
|
32.2K
$7.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.46K+ 10.07% |
$71.7K - $417K
|
37.8K
$9.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.45K+ 16.37% |
$71.6K - $416K
|
24.6K
$5.97M
|
|
|
Nov 09, 2022
Q3 2022
|
Peterson Wealth Services
|
BUY
|
- |
3.44K+ 9.54% |
$71.4K - $415K
|
39.6K
$9.62M
|
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
BUY
|
- |
3.43KNew |
$71.2K - $414K
|
3.43K
$835K
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.43K+ 43.27% |
$71.1K - $414K
|
11.4K
$2.76M
|